# PORTFOLIO ADVISORY COUNCIL, L.L.C.

PORTFOLIO ADVISORY COUNCIL, L.L.C. of HOUSTON, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 107465
- Type: SEC-registered investment adviser
- SEC file number: 801-27691
- Location: 3 GREENWAY PLAZA, SUITE 1776, HOUSTON, TX, 77046
- Phone: 713.574.6015
- Latest filing: 2026-03-11
- Regulatory AUM: $494.9M
- Discretionary AUM: $394.4M
- Non-discretionary AUM: $100.6M
- Clients: 9
- Accounts: 971

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Philip Bruce Moran | MANAGING PARTNER, COMPLIANCE OFFICER | — |
| James William Hamilton | NON-MANAGING PARTNER | — |
| William Thomas Sutton | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| MORAN PHILIP BRUCE | MANAGING PARTNER; MANAGING PARTNER, COMPLIANCE OFFICER | — |
| HAMILTON JAMES WILLIAM | NON-MANAGING PARTNER | — |
| SHEPHERD WILLIAM CHRIS | NON-MANAGING PARTNER | — |
| SUTTON WILLIAM THOMAS | MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2006-08-08 | regulatory | FAILURE TO NOTICE FILE AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH FIRM | Final | $2K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107465/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107465/similar
- Related entities: https://search.stillhousedata.com/firm/107465/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107465

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.